CW

Choice Wealth Advisors, LLC

13F
Choice Wealth Advisors, LLC
Last update 2024-10-07 30 Stocks (2 new)
Value $200.00 Mil Turnover 1 %
Countries:
Top Holdings: SPYV(13.90%)DGRW(13.77%)JIRE(9.97%)SPYG(9.65%)IHDG(7.65%)
Portfolio Report
Summary Stock Picks Current Portfolio
Choice Wealth Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYV 		SPDR Portfolio S&P 500 Value ETF
526,118
27810.600
-0.99%
13.900
-0.14%
0.110
+3.04%
+12.63%
25007.545
 
DGRW 		WisdomTree U.S. Dividend Growth Fund
331,267
27564.760
-0.54%
13.770
-0.08%
0.190
+5.70%
+18.53%
14748.262
 
JIRE 		JPMorgan International Research Enhanced Equity ETF
302,105
19947.990
+1.57%
9.970
+0.15%
0.300
-0.47%
+7.72%
6463.575
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
232,957
19321.420
-1.19%
9.650
-0.12%
0.060
+10.27%
+30.43%
30579.311
 
IHDG 		WisdomTree International Hedged Quality Dividend Growth Fund
335,011
15310.010
+3.16%
7.650
+0.23%
0.540
-1.68%
+5.79%
2780.692
 
EELV 		Invesco S&P Emerging Markets Low Volatility ETF
461,317
12035.760
-0.46%
6.010
-0.03%
2.730
+3.44%
+3.83%
414.337
 
JHMM 		John Hancock Multifactor Mid Cap ETF
198,233
11933.620
+0.43%
5.960
+0.03%
0.300
+4.72%
+14.62%
4030.539
 
JPST 		JPMorgan Ultra-Short Income ETF
199,954
10145.650
+3.73%
5.070
+0.18%
0.040
-0.04%
+0.68%
26809.685
 
JMEE 		JPMorgan Small & Mid Cap Enhanced Equity ETF
149,392
9106.940
+2.97%
4.550
+0.13%
0.660
+1.63%
+13.74%
1435.532
 
FXL 		First Trust Technology AlphaDEX Fund
60,484
8385.770
+3.01%
4.190
+0.12%
0.620
+7.59%
+11.09%
1359.391
 

Choice Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Choice Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FTGC 		FIRST TR EXCH VII2024-09-30Add
+0.30%
●
22.3 ($23.2) 24.39
$23.54
1.47%
Add 9.63%
292,307
25,672
AAPL 		Apple Inc2024-09-30Reduce
-0.28%
●
207.23 ($223.32) 234.82
$230.10
3.04%
Reduce -6.82%
34,050
-2,491
IHDG 		WisdomTree International Hedged Quality Dividend Growth Fund2024-09-30Add
+0.23%
●
42.42 ($45.16) 46.78
$44.42
-1.64%
Add 3.16%
335,011
10,250
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+0.18%
●
50.25 ($50.53) 50.74
$50.57
0.08%
Add 3.73%
199,954
7,186
JIRE 		JPMorgan International Research Enhanced Equity ETF2024-09-30Add
+0.15%
●
60.25 ($64.07) 66.85
$62.95
-1.75%
Add 1.57%
302,105
4,684
SPYV 		SPDR Portfolio S&P 500 Value ETF2024-09-30Reduce
-0.14%
●
48.51 ($50.89) 52.86
$52.52
3.20%
Reduce -0.99%
526,118
-5,285
JMEE 		JPMorgan Small & Mid Cap Enhanced Equity ETF2024-09-30Add
+0.13%
●
55.81 ($58.68) 61.01
$61.09
4.11%
Add 2.97%
149,392
4,303
FXL 		First Trust Technology AlphaDEX Fund2024-09-30Add
+0.12%
●
122.48 ($134.26) 142.51
$142.27
5.97%
Add 3.01%
60,484
1,767
SPYG 		SPDR Portfolio S&P 500 Growth ETF2024-09-30Reduce
-0.12%
●
73.38 ($79.93) 84.1
$84.86
6.17%
Reduce -1.19%
232,957
-2,805
GE 		GE Aerospace2024-09-30New Buy
+0.11%
●
156.66 ($169.43) 189.66
$174.64
3.08%
New holding
1,171
1,171

Choice Wealth Advisors, LLC Total Holding History ($B)

To

Choice Wealth Advisors, LLC's Asset Allocation

To

Choice Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Choice Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Choice Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Choice Wealth Advisors, LLC's Holdings Heat Map

Size field:

Choice Wealth Advisors, LLC's Holdings Bubble Chart

Choice Wealth Advisors, LLC News

  • 1

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